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PE

Paul O. Elizondo

P2 CORPORATE FINANCE
Atlanta, GA
Some features on this profile are disabled
CRD#: 4001661
PE
Paul Orquiola ElizondoP2 CORPORATE FINANCE

Professional summary

Paul Orquiola Elizondo is a registered financial professional currently at P2 CORPORATE FINANCE, LLC located in Atlanta, Georgia.

Paul is registered as a RR (Registered Representative) and started their career in finance in 2000. Paul has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7 and Series 24 exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Paul Orquiola Elizondo's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 20, 2021 - Present

P2 CORPORATE FINANCE, LLC

BD
CRD#: 313187
Atlanta, GA
Past

June 14, 2007 - October 26, 2020

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

February 25, 2000 - June 14, 2007

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/4/2022)
RR
California
(8/24/2021)
RR
Colorado
(2/9/2023)
RR
Florida
(11/1/2021)
RR
Georgia
(8/23/2021)
RR
Illinois
(1/20/2022)
RR
Louisiana
(7/18/2022)
RR
Massachusetts
(10/19/2021)
RR
New York
(4/13/2026)
RR
North Carolina
(8/30/2021)
RR
South Carolina
(9/14/2021)
RR
Tennessee
(10/28/2021)
RR
Texas
(8/24/2021)
RR
Virginia
(8/30/2021)
RR
Wyoming
(1/20/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 12/2/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 6/4/2021
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/24/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/4/2013
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PC
P2 CORPORATE FINANCE, LLC
P2 CORPORATE FINANCE, LLC | P2 INVESTMENT BANK LLC

CRD#: 313187 / SEC#: , 8-70709

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
964 Eulalia Road Ne, Suite 2, Atlanta, GA 30319
Mailing Address
964 Eulalia Road Ne, Suite 2, Atlanta, GA 30319
Phone number
(770) 608-7740
Established
Delaware since 04/01/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
P2 IB HOLDING LLCMEMBER
FENTON, ALEXANDER CHARLESMEMBER8188536
AGERTON, DEBORAH LYNNFINOP, POO, PFO4460597
ELIZONDO, PAUL ORQUIOLACHIEF COMPLIANCE OFFICER, CEO4001661

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

P2 CORPORATE FINANCE, LLC

CRD#: 313187Atlanta, GA

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